7-Steps-to-Financial-Clarity

7 Simple Steps To Financial Clarity – Stop Procrastinating And Get ‘R Done Now!

Last Week’s Tragedy – In Memory of Sgt. Michael Chesna and Vera Adams A Warning About Charity Scams My thoughts and prayers are with the victims of last week’s shooting in Weymouth and their loved ones.  Sergeant Michael Chesna and Vera Adams, an innocent bystander were fatally shot early Sunday morning.  Sgt. Chesna left behind…

financial advisor

3 Life Events That Shout “Call Your Financial Advisor!”

If this happens to you, it’s time for professional guidance. “So, when should we get together again?”  After wrapping up a Portfolio Review or Financial Planning session, this is the question I get asked most often.  When to call your Financial Advisor outside of scheduled meetings depends on what is going on in your life. …

Wall-Streets-Fearless-Girl-how to become financially empowered

4 Ways To Become Financially Empowered

Want to learn 4 ways to become financially empowered?  One of life's great mysteries is the fact that few of us are taught what we need to know about money and personal finance in order to feel secure. Our parents weren't taught so they couldn't teach us. We're not taught and therefore, cannot educate our children. And, our children will probably repeat this cycle unless we do something differently.